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Name Holding Trade Value Shares
Change
Change in
Stake
AIL
326
AGF Investments LLC
Ontario, Canada
$5K – – –
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
FHA
328
First Horizon Advisors
Tennessee
$5K – – –
IP
329
Intellectus Partners
California
$5K – – –
PFGIA
330
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
CB
331
Community Bank
New York
$5K +$5.67K +200 New
AssetMark Inc
332
AssetMark Inc
California
$5K +$5.78K +204 New
IWM
333
IHT Wealth Management
Illinois
$4K -$5.98K -211 -59%
CFG
334
Citizens Financial Group
Rhode Island
$4K – – –
GAM
335
Gemmer Asset Management
California
$4K – – –
HFP
336
Holistic Financial Partners
Indiana
$4K +$4.56K +161 New
HR
337
Howe & Rusling
New York
$3K – – –
NCM
338
New Capital Management
Texas
$3K – – –
PMFA
339
Plante Moran Financial Advisors
Michigan
$3K – – –
TWA
340
TCI Wealth Advisors
Arizona
$3K – – –
WTB
341
Washington Trust Bank
Washington
$3K – – –
ST
342
Smithfield Trust
Pennsylvania
$3K +$2.97K +105 New
ADL
343
Asset Dedication LLC
California
$3K +$3.26K +115 New
BBHC
344
Brown Brothers Harriman & Co
New York
$3K +$3.4K +120 New
ME
345
McIlrath & Eck
Washington
$3K +$3.43K +121 New
CMBA
346
C.M. Bidwell & Associates
Hawaii
$2K – – –
PA
347
Parallel Advisors
California
$2K – – –
TFO
348
Tarbox Family Office
California
$2K – – –
FANJ
349
Financial Architects (New Jersey)
New Jersey
$2K +$2.12K +75 New
MOS
350
MGO One Seven
Ohio
$2K +$2.38K +84 New